证券日报网讯12月15日，昊志机电（300503）在互动平台回答投资者提问时表示，公司产品涵盖主轴、 转台、直线电机、谐波减速器、数控系统、伺服电机、驱动器、传感器、编码器、氢燃料电池空压机等 数十个系列上百种产品。产品广泛应用于汽车制造、金属制品、食品饮料、3C、医药、物流等行业。 公司具体产品信息可查阅公司官网。 ...

Summary of Haoshi Electromechanical Conference Call Industry and Company Overview - **Company**: Haoshi Electromechanical - **Industry**: Commercial aerospace, PCB drilling and forming equipment, robotics, and automation Key Points and Arguments - **Commercial Aerospace Applications**: Haoshi's liquid oxygen-methane engine motors are utilized in Blue Arrow rockets, with each engine valued at approximately 4 million yuan. It is expected that 30% of the motors will need replacement after each recovery due to wear and tear, indicating a potential increase in value as rocket capacity expands and new products are developed [2][4][13][18] - **Growth Projections**: The company anticipates a nearly 90% revenue growth in 2025, with a further 100% increase expected in 2026. This growth is driven by advancements in AI and changes in the Apple supply chain, which are projected to boost spindle business by 40%-50% [2][3][6] - **Acquisition Impact**: The acquisition of a European automation group in 2020 has stabilized revenue at around 300 million yuan annually. However, inflation has led to losses, with expectations of returning to profitability by 2026 [2][7] - **Production Capacity Expansion**: Due to unexpected demand from the AI market, Haoshi has invested nearly 100 million yuan in new equipment to double production capacity by February 2026 [2][9][10] - **Market Share in Apple Supply Chain**: Haoshi holds over 60% market share in the glass and touch screen polishing market, with expected growth in spindle business from 100 million yuan in 2025 to 200 million yuan in 2026 [2][11] - **Joint Ventures**: A joint venture with Fengze Sheng aims to invest in high-end linear guide rail projects, expected to generate 150 million yuan in revenue by March 2026 [2][14] - **Overall Performance Expectations**: The company forecasts a 40%-50% increase in overall performance for 2026, with revenues projected to reach around 2.3 billion yuan, primarily driven by the industrial mother machine and robotics sectors [3][15] Additional Important Insights - **Commercial Space Development**: Haoshi is focusing on expanding its customer base in the commercial aerospace sector and enhancing product technology to meet growing market demands [16] - **Competitive Advantages**: Haoshi's products are competitively priced, approximately 30% cheaper than those from state-owned manufacturers, providing a significant advantage in the commercial aerospace market [19] - **Collaborations in Robotics**: Ongoing collaboration with Lens Technology, a key player in the Apple supply chain, is expected to strengthen as Lens builds a large factory for robotics components [20] - **Satellite Sector Plans**: Haoshi is exploring opportunities in the satellite sector, with plans to develop motor systems for satellite movement and power, expected to commence in 2026 [21]

Industry Overview - The humanoid robot industry is accelerating mass production by 2025, with companies like Zhiyuan achieving deliveries in the thousands and a significant increase in the localization rate of core components [1] - Continuous support from domestic and international policies is driving both market enthusiasm and the commercialization process [1] - The industry trend is expected to provide dual drivers for performance and valuation in the sector, according to a report from CITIC Securities [1] Market Performance - Siling Co., Ltd. has seen a maximum stock price increase of 329% year-to-date, while Haoshi Electromechanical has experienced a 134% increase [1] Component Cost Analysis - In the humanoid robot supply chain, the cost breakdown for various components includes: - Actuators: 1% cost share, with companies like Sanhua Intelligent Control and Top Group involved [2][3] - Frameless torque motors: 4% cost share, with companies such as Buke Co., Haoshi Electromechanical, and Leisai Intelligent [2][3] - Harmonic reducers: 5% cost share, with companies like Green Harmonic, Hanyu Group, Siling Co., and Fengli Intelligent [2][3] - Encoders: 2.7% cost share, with companies including Inovance Technology and Aopu Optoelectronics [2][3] - Bearings: 1.2% cost share, with companies like Lixing Co., Southern Precision, and Guoji Precision [2][3] Company Highlights - Haoshi Electromechanical is focusing on building a second growth curve through its robotics business, which includes a robust "N+1+3" business system [4] - The company has achieved significant improvements in transmission precision and reduced noise levels in its products, positioning itself competitively in the market [4] - Buke Co. is recognized as a domestic leader in frameless torque motors, with projected sales of approximately 24,000 units in 2024 [5] - Siling Co. is a leading domestic company in harmonic reducers, with a focus on applications in industrial and humanoid robots [5] - Green Harmonic holds a 26% market share in the domestic harmonic reducer market, with robot-related revenue constituting over 80% of its total income [6]

格隆汇12月12日丨昊志机电(300503.SZ)在投资者互动平台表示,公司与华为暂未形成合作，公司将持续 跟踪机器人领域的技术趋势与市场机会，扎实推进研发与市场拓展工作，努力把握发展机遇。 ...

证券代码：300503 证券简称：昊志机电 公告编号：2025-087 广州市昊志机电股份有限公司 关于选举职工代表董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 广州市昊志机电股份有限公司（以下简称"公司"）分别于2025年10月28 日和2025年11月20日召开了第五届董事会第二十次会议、2025年第一次临时股东 大会，审议通过了《关于变更注册资本及修订<公司章程>的议案》。 特此公告。 截至本公告披露日，汤志彬先生未持有公司股份，与公司控股股东、实际控 制人、其他持有公司 5%以上股份的股东及公司其他董事、高级管理人员不存在 关联关系；未受到过中国证监会的行政处罚以及证券交易所的公开谴责或者通报 批评；不存在因涉嫌犯罪被司法机关立案侦查或者涉嫌违法违规被中国证监会立 案调查，尚未有明确结论的情形；不属于失信被执行人；亦不存在《公司法》及 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 规定的不得担任公司董事的情形，其任职资格符合相关法律法规、规范性文件和 《公司章程》有关规定。 广州市昊志机电股份有限公司董事会 ...

300757 罗博特科 8.42 8.24 6401.89 沪指12月8日上涨0.54%，申万所属行业中，今日上涨的有25个，涨幅居前的行业为通信、综合，涨幅 分别为4.79%、3.03%。机械设备行业今日上涨1.33%。跌幅居前的行业为煤炭、石油石化，跌幅分别为 1.43%、0.84%。 资金面上看，两市主力资金全天净流入26.02亿元，今日有15个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.60%，全天净流入资金82.73亿元，其次是通信行业，日涨幅为 4.79%，净流入资金为23.87亿元。 主力资金净流出的行业有16个，国防军工行业主力资金净流出规模居首，全天净流出资金35.67亿元， 其次是医药生物行业，净流出资金为27.00亿元，净流出资金较多的还有食品饮料、基础化工、公用事 业等行业。 机械设备行业今日上涨1.33%，全天主力资金净流入12.79亿元，该行业所属的个股共531只，今日上涨 的有371只，涨停的有10只；下跌的有147只，跌停的有2只。以资金流向数据进行统计，该行业资金净 流入的个股有218只，其中，净流入资金超亿元的有12只，净流入资金居首的是航天动力 ...

Market Overview - As of December 5, the Shanghai Composite Index closed at 3902.81 points, up 27.01 points, with a gain of 0.70% [1] - The Shenzhen Component Index closed at 13147.68 points, up 140.96 points, with a gain of 1.08% [1] - The ChiNext Index closed at 3109.30 points, up 41.81 points, with a gain of 1.36% [1] Stock Performance - A total of 82 A-shares had a turnover rate exceeding 20% on this day, with N-Moore-U reaching a turnover rate of over 50% [1] - N-Moore-U (688795) had a closing price of 600.50 CNY, with a turnover rate of 85.49% and a remarkable increase of 425.46% [1] - Other notable stocks with high turnover rates include: - Chuling Information (300250) with a turnover rate of 46.01% and a decline of 7.22% [1] - Sichuan Jinding (600678) with a turnover rate of 44.89% and a slight decline of 0.74% [1] - C China Uranium (001280) with a turnover rate of 44.11% and a decrease of 5.18% [1] - Jinfu Technology (003018) with a turnover rate of 43.71% and a marginal increase of 0.10% [1] Additional Notable Stocks - Weston (301315) closed at 66.30 CNY with a turnover rate of 43.08% and an increase of 5.20% [1] - Haixin Food (002702) closed at 9.55 CNY with a turnover rate of 42.20% and a gain of 10.02% [1] - Tongyu Communication (002792) closed at 29.47 CNY with a turnover rate of 41.60% and an increase of 4.73% [1] - Other stocks with significant turnover rates include: - Huawu Co., Ltd. (300095) with a turnover rate of 39.34% and a decline of 2.40% [1] - Zhongneng Electric (300062) with a turnover rate of 38.89% and an increase of 12.76% [1] - Xiaocheng Technology (300139) with a turnover rate of 38.76% and a gain of 14.62% [1]

Core Viewpoint - The industrial mother machine sector in the A-share market is experiencing significant growth, with several stocks showing strong performance due to the formation of a MACD golden cross signal [1] Group 1: Stock Performance - Heng'erda has reached a 20% limit up [1] - Jilun Intelligent, Rifa Precision Machinery, and Guojiji Heavy Industry have all achieved a 10% limit up [1] - Green Harmony has increased by over 7% [1] - Haozhi Electromechanical has risen by over 5% [1] - Hanyu Group, Shandong Weida, and Jinming Precision Machinery have all seen increases of over 4% [1]

Group 1 - The robotics actuator sector experienced a decline of 1.46% [1] - Haozhi Electromechanical fell by 2.71% [1] - Sanhua Intelligent Control decreased by 2.1% [1] - Wuzhou New Spring dropped by 1.92% [1]

12月1日，昊志机电涨5.47%，截至发稿，报30.85元/股，成交3.32亿元，换手率4.63%，总市值95.09亿 元。 截至发稿，李树建累计任职时间2年85天，现任基金资产总规模197.58亿元，任职期间最佳基金回报 98.13%， 任职期间最差基金回报-10.45%。 李栩累计任职时间3年7天，现任基金资产总规模267.12亿元，任职期间最佳基金回报128.74%， 任职期 间最差基金回报-1.58%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，易方达基金旗下1只基金位居昊志机电十大流通股东。易方达国证机器人产业ETF （159530）三季度增持537.28万股，持有股数640.35万股，占流通股的比例为2.66%。根据测算，今日 浮盈赚取约1024.56万元。 易方达国证机器人产业ETF（159530）成立日期2024年1月10日，最新规模133.15亿。今年以来收益 23.14%，同类排名2115/4206；近一年收益27.49%，同类排名15 ...